Tabs
Service Visit/Estimate
Critical Fields:
1) Service Request- The service document number which is assigned to the service person needs to be selected.
2) Sales Representative- The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.
3) Warehouse- The Warehouse identifies a unique Warehouse where products are stored or Services are provided.
4) Price List- Price Lists are used to determine the pricing, margin and cost of items purchased or sold.
5) Currency- Indicates the Currency to be used when processing or reporting on this record
Critical & onetime setup fields:
1) Organization Field- This Field is used to select the organization which you are going to process the order.
2) Target Document Type- This Field is used to select the type of the document that you are going to process.
Non-Critical Fields:
1) Request Type-Â Customer can provide you information through various sources like (Phone,Email etc) This field is used to track the detail.
2) Requested By- The name of the person from the customer place who informed regarding the break down.
3) Product Status- The function of the product like (Functioning normally,Function with problem etc)
4) Requester Contact- The contact number of the person from the customer place who informed regarding the break down.
5) Service Order Date- current date while creating the document will be taken user can edit.
6) Warranty Status- Warranty status will display automatically by the system by calculating the warranty date.This is a read only Field.
7) AMC Status- AMC Status- will display automatically by the system by calculating the AMC date.This is a read only Field.
8) Business Partner- Business partner will automatically display from Invoice if Invoice number is selected.If Without out Invoice user have to select a Business partner.
9) Partner Location- Partner Location will automatically display from Invoice if Invoice number is selected.If Without out Invoice user have to select a Partner Location.
10) Product- Product will automatically display from Invoice if Invoice number is selected.If Without out Invoice user have to select a Product.
11) Payment Terms- Payment Terms identify the method and timing of payment.
12) Payment Rule- The Payment Rule indicates the method of invoice payment.
13) Time Spend- total time spent during the service can be mentioned
14) Service UOM- The duration unit of measuremnet acn be selceted here.
15) Service Cost- Total service cost will be entered
16) Invoice-If any Invoice is raised against this service visit/Estimate will be displayed here.this is a read only field.
17) Paid check Box- Invoice will be raised if payment is made by the customer.System will auto check this check box.
18) Approved Check Box- if any approval required while raising the estimate.System will auto route as per Hierarchy.Â
19) Updated product status- This field determines once after the service is done the updated product status of the product.
Â
Serial number/Lot number (ASI):
In this transaction if attribute set instance is provided in previous document for the selected product.That can be selected here.
Zoom conditions:
1) Service Request
Â
Customization:
Service Person
Critical Fields:
1) Start Date- The service In charge or Supervisor have to select the start date when the service person needs to attend the break down.
2) End Date-The service In charge or Supervisor have to select the End date when the service person needs to complete the break down.
3) Service Person- Assign one are multiple service person who are going to attend the service request.
4) Activity Master- List of activities will be displayed from the activity master.User have to select the activity based on the problem.System will automatically display the duration from the Activity Master.
Critical & onetime setup fields:
Â
Non-Critical Fields:
Â
Serial number/Lot number (ASI):
Â
Zoom conditions:
Â
Parts/Labor
Critical Fields:
1) Product- Select the Product which needs to be changed.
2) Parts/Labor type-Â this field describes whether the product is cover under AMC or warranty.
3) Product for Labor Charge- Select the charged product which need to be changed
4) Quantity- Number quantity of the product which needs to be replaced.
5) UOM- Unit of measurement of the Product selected.
6) Tax- Tax for the selected product.
7) Invoiced check box- If this product needs to be invoiced then this check box should be enabled.Â
Critical & onetime setup fields:
Â
Non-Critical Fields:
Â
Serial number/Lot number (ASI):
Â
Zoom conditions:
Â
Customization:
Activity
Critical Fields:
1) Start Date and Time- Date and time when the activity is started
2) End Date and Time- Date and time when the activity is completed
3) Duration Real- This will be auto calculated by the system based on start & end date and time.
Critical & onetime setup fields:
Â
Non-Critical Fields:
Â
Serial number/Lot number (ASI):
Â
Zoom conditions:
Â
Customization:
History
